Matthew Macha
Investment adviser representative at Everoak Wealth Co
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Everoak Wealth CoMay 2024 to now
- Cetera Investment Advisers LLCMay 2024 to Sep 2026
- Cetera Wealth Services, LLCMay 2024 to Sep 2026
- Silver Oak SecuritiesMar 2024 to May 2024
- Ejc Insurance & FinancialSep 2023 to May 2024
- T Rowe PriceFeb 2007 to Jul 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CO).
Everoak Wealth Co
Legal name: Everoak Wealth Co., LLC
$0Assets managed
0Clients
8Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5296841
- Firm CRD
- 344190